Canada: Wealth & Asset Management

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Wealth management law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics such as offshore banking, offshore company formation, offshore financial centres, wealth and asset management.

6 Strategies To Minimize Probate Fees In Your Estate Plan

Probate is the legal process through which a deceased person's will is validated by the courts, and the administration of his or her estate is carried out according to the terms of the will.

RS

Rotfleisch & Samulovitch P.C.

Alternative Asset Managers In The Quest For Capital: Attracting Canadian Retail Investors Through Mutual Fund Trusts

In each of Canada and the United States, several recent developments are expected to further enhance access by retail investors to alternative assets by making it easier for alternative assets...

Canada Commercial

TL

Torys LLP

Zimmerman v. Mcmichael Estate: Why Executors Must Keep Good Records

When a loved one passes away, their executor (the person named in the will to manage the estate) steps into a huge responsibility. They must pay bills, manage assets, and distribute property to beneficiaries.

Canada Wealth Mgt

CM

Casey & Moss LLP

What Estate Tax Liabilities Do Advisors And Clients Need To Stay Aware Of ?

The fact that we don't have an estate tax in Canada can be both a comfort and a hindrance in some estate plans. While no explicit estate tax is imposed upon death...

RA

Robins Appleby LLP

Exactly How Privileged Are Your Estate Planning Discussions?

Canada Wealth Mgt

PV

Pallett Valo LLP

7 Ways To Build Your Book With Millennials And Gen Z

BB

Babin Bessner Spry LLP

Generation Allowance

F

Lawyers Financial

Beyond Succession: Protecting Family Enterprises Through Collaborative Family Law (Podcast)

BJ

Bennett Jones LLP

Legal Pulse - Spring 2025

Canada Strategy

RA

Robins Appleby LLP

S'y retrouver dans les conflits successoraux : nomination d'un fiduciaire pour protéger les intérêts de votre famille

MT

Miller Thomson LLP

Using A Trust In Your Estate Plan

OE

O'Sullivan Estate Lawyers LLP

Global Dreams: Tax, Legal And Financial Considerations For Life Abroad (Video)

Canada Wealth Mgt

GW

Gowling WLG

High-Net-Worth Investors To Boost Growth In Private Equity: Opportunities, Risks And Other Important Considerations

Canada Wealth Mgt

BJ

Bennett Jones LLP

Capital Gains Confusion: The Reporting Conundrum For Investment Funds

ML

McMillan LLP

Fall Tax Briefing: Trust Tax Structures, Mutual Fund Trust Eligibility, Director Liability And More

WD

Wildeboer Dellelce LLP

The CRA Issues A New Income Tax Folio On 'Deemed Interest Benefit On Shareholder Loans And Debts': How Is It Treated For Tax Purposes?

RS

Rotfleisch & Samulovitch P.C.

Introducing Green And Spiegel's Attorney Accessibility Program: Peace Of Mind When Entering The U.S.

Canada Immigration

Gs

Green and Spiegel

AI "Workslop," The New Typo: Can A Culture Of Quality Guide Legal Teams Using AI?

Canada Technology

D

Dentons Canada LLP

Significant Amendments Announced To The Accord Acts – Final Update

CP

Cox & Palmer

6 Strategies To Minimize Probate Fees In Your Estate Plan

Probate is the legal process through which a deceased person's will is validated by the courts, and the administration of his or her estate is carried out according to the terms of the will.

RS

Rotfleisch & Samulovitch P.C.

Not Out Of The Woods Yet: When Regulatory Settlements Have Downstream Consequences For Class Action Certification

Mackenzie v. Chartwell Asset Management Inc ("Mackenzie"), is a recent decision in a continually evolving line of cases addressing the sufficiency of pleadings at the certification stage.

Canada Litigation

MT

McCarthy Tétrault LLP

Québec Insider Trading Decision Discusses Transactional Certainty For The Materiality Criterion

A recent decision of Québec's Financial Markets Administrative Tribunal, Autorité des marchés financiers c. Gauthier...

Canada Wealth Mgt

OH

Osler, Hoskin & Harcourt LLP

Poring Over Pour-Over Provisions: Caution If Your Will Gifts To An Existing Trust

Typically, we tend to think of the beneficiaries of an estate under a will as being individuals or organizations: family members, friends, and charities. These beneficiaries usually receive their gift...

OE

O'Sullivan Estate Lawyers LLP

Episode 66: Key Insights For Women Pursuing Financial Literacy (Podcast)

Canada Wealth Mgt

D

Dentons Canada LLP

James v James: A Reminder That Irrationality ≠ Incapacity

HH

Hull & Hull LLP

"No Take Backs" – Can A Settlor Revoke A Trust?

Canada Commercial

HH

Hull & Hull LLP

Using A Trust In Your Estate Plan

OE

O'Sullivan Estate Lawyers LLP

To Protect Yourself And Clients, Rethink Trusted Contacts

Canada Wealth Mgt

BB

Babin Bessner Spry LLP

Family Law Implications Of Intergenerational Wealth Transfers

TM

Torkin Manes LLP

OSFI Updates Guideline For Federal Financial Institutions On Climate Risk Management And Disclosure

Canada Wealth Mgt

MT

McCarthy Tétrault LLP

Responsible Use Of Artificial Intelligence: Best Practices For Canadian Asset Managers

Canada Technology

BL

Borden Ladner Gervais LLP

An Overview Of The Share Purchase Process

Canada Wealth Mgt

SB

Sorbara Law

Hello, This Is Your Money Speaking

Canada Wealth Mgt

F

Lawyers Financial

OSFI Updates Guideline For Federal Financial Institutions On Climate Risk Management And Disclosure

The Office of the Superintendent of Financial Institutions ("OSFI") recently released an updated version of Guideline B-15: Climate Risk Management (the "Guideline").

Canada Wealth Mgt

MT

McCarthy Tétrault LLP

Responsible Use Of Artificial Intelligence: Best Practices For Canadian Asset Managers

Spend the next 6 minutes with us learning about best practices for the use of Artificial Intelligence (AI) by asset managers from the Autorité des marchés financiers...

Canada Technology

BL

Borden Ladner Gervais LLP

An Overview Of The Share Purchase Process

When one is purchasing (or selling) a business, there are generally 2 routes – a share purchase or an asset purchase. In this article, we are going to give an overview of the share purchase process.

Canada Wealth Mgt

SB

Sorbara Law

Hello, This Is Your Money Speaking

That tiny voice in your head? Mostly, that's you. But sometimes, maybe, it's your money, and you might be surprised to hear it's on your side. Learn how we can help you make the most of it.

Canada Wealth Mgt

F

Lawyers Financial

A Guide To Fiduciary Accounting For Ontario Trustees, Executors And Attorneys For Property

Canada Wealth Mgt

OE

O'Sullivan Estate Lawyers LLP

Considering A Move To Canada? Income Tax For Permanent Residence For Wealthy Immigrants

A recent report by Henley & Partners, a U.K.-based investment consultancy specializing in international tax planning and migration services...

RS

Rotfleisch & Samulovitch P.C.

Episode 54: Empowering Women In Financial Planning And Wealth Management (Podcast)

Join Heather Barnhouse, Partner in our Edmonton office, as she explores women in leadership and entrepreneurship, and the ecosystem that supports them.

D

Dentons Canada LLP

Real Talk. What Are "Real Assets" And How Can They Diversify Your Portfolio?

You've probably heard the rule of thumb: younger investors should focus on stocks to grow their savings, while those nearing retirement should tilt towards bonds for the regular income they pay.

Canada Wealth Mgt

F

Lawyers Financial

CSA Provide Further Guidance On The Regulation Of Stablecoins

On October 5, 2023, the Canadian Securities Administrators ("CSA") published CSA Staff Notice 21-333 Crypto Asset Trading Platforms...

Canada Technology

ML

McMillan LLP

Two Many Steps: What Is The Test For Establishing A Common Issue?

Canada Litigation

SL

Sotos LLP

The Life Cycle Of A Deal | Part 2: Purchaser's Due Diligence

Canada Commercial

DP

DLA Piper

Compound Interesting

F

Lawyers Financial

Gifts Of Ecologically Sensitive Land

MT

Miller Thomson LLP

Global Framework For Digital Asset Regulation: Financial Stability Board Releases Final Recommendations

Worldwide Technology

GW

Gowling WLG

Proposed Merger Sets Off Possible Revisions To U.S. Code On Sovereign Wealth Funds

Canada Wealth Mgt

TL

Torys LLP

British Columbia Securities Commission Releases Results Of Their 2022 Annual Compliance Report Card

Canada Compliance

ML

McMillan LLP

Multiple Assets? Ask Us About Multiple Wills

LN

Loopstra Nixon LLP

Succession And The Kinless Canadian: Special Estate Planning Issues For Kinless Canadians – Part 2

MT

Miller Thomson LLP

The Importance Of A Prenuptial Or Cohabitation Agreement For Business Owners (And Everyone Else)

Canada Wealth Mgt

TD

Thompson Dorfman Sweatman LLP

After The Asset Purchase Agreement: Forms, Filings, And Fees

Canada Wealth Mgt

TD

Thompson Dorfman Sweatman LLP

Employee Ownership Trusts—A Useful Tool For Employee Business Ownership?

Canada Commercial

BJ

Bennett Jones LLP

The SEC Comes To BC For A Mareva

Canada Commercial

C

Cassels

When Should You Revisit Your Estate Planning Documents?

MR

McLennan Ross LLP

Interra Copper Corp. And Alto Verde Copper Inc. Complete Business Combination

Canada Commercial

GW

Gowling WLG

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Latest Videos

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Global Dreams: Tax, Legal And Financial Considerations For Life Abroad (Video)

GW

Gowling WLG

ESG Expectations Of Institutional Investors (Video)

BL

Borden Ladner Gervais LLP

M&A And Succession Planning (Video)

GW

Gowling WLG

Collaborative Wealth Transition Planning - Achieving Exceptional Outcomes For Your Family Part 2 (Video)

MP

Moodys Private Client Law LLP

Collaborative Wealth Transition Planning: Achieving Exceptional Outcomes For Your Family: Family Wealth Transitions - Shifting The Paradigm Part 1 (Video)

MP

Moodys Private Client Law LLP

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